Integrate PartnerStack with Zoho SalesIQ
Send information between PartnerStack and Zoho SalesIQ automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PartnerStack and Zoho SalesIQ using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Reward event occurred
Triggers when a reward is created, updated, restored, or declined
Deal event occurred
Triggers when a new deal is created, or when the amount, stage, or close date of a deal is updated
Partner event occurred
Triggers when a partnership is created, updated, or deleted
Lead event occurred
Triggers when a lead is created, updated, closed, approved, or declined
Customer event occurred
Triggers when a customer is created, updated, or deleted
Transaction event occurred
Triggers when a transaction is created or deleted
Offer event occurred
Triggers when an offer is created, updated, or deleted
Conversation participants added
Triggers when participants are invited to the chat
Conversation transfer initiated
Triggers when a conversation transfer is initiated
Conversation rated
Triggers when a conversation is rated
Conversation attender updated
Triggers when an operator picks up a chat
Conversation missed
Triggers when a conversation is missed
Conversation transfer accepted
Triggers when a transferred chat is accepted by the operator
Department created
Triggers when a new department is created to the specified portal
Conversation completed
Triggers when a conversation is completed
Operator added
Triggers when a new operator is added
Conversation participants deleted
Triggers when a participant is removed from a conversation
Conversation transfer rejected
Triggers when a transferred chat is rejected by the operator
Conversation created
Triggers when a new conversation is created
All Actions - Actions are the automated tasks
Create activity
Creates an activity for a partner or customer
Create customer
Creates a new customer
Create partner
Creates a new partner
Create transaction
Creates a new transaction
Update partner
Updates the details of an existing partner
Update customer
Updates the details of an existing customer
Fetch partner
Fetches details of an existing partner by email address or key
Fetch customer
Fetches details of an existing customer by email address or key
Associate operators to department
Associates operators to the selected department
Create article
Creates a new article
Enable department
Enables the selected department
Update operator status
Updates the status of an existing operator
Disable department
Disables the selected department
Send message to latest conversation
Sends a message to the latest conversation
What is PartnerStack?
PartnerStack is a growth automation platform that helps you automatically incentivize and reward partners like resellers, consultants, and ambassadors. You can create custom referral links and company pages, send email campaigns, and track the performance of your partners with detailed analytics.
What is Zoho SalesIQ?
Zoho SalesIQ is live chat software that lets you track visitors, identify prospects, and monitor agent performance in real time.
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